For Broker-Dealers
Welcome Broker Dealers
Our platform has the ability to be scalable to fit any organizational needs. For broker-dealers faced with thin margins, high payout, external regulatory pressures, and more, the differentiating factor to attracting high producers and obtaining more clients resonate from having a leaner and efficient internal firm process.
We allow broker-dealers to have a compelling platform for their reps to manage their book of business. Our crowning moment comes from the ability to automate workflows for the OSJ, and vertically integrate firm specific processes through one intuitive portal.
Time spent away from applications and towards client facing activities have shown to be the major differentiator between top tier broker-dealers and their respective competitors. Reps who manage to spend up to 65% of their time working with clients have shown to be generate 8x the revenues of the industry average.
Our integration mantra is geared towards having your applications “know” how to communicate between themselves. AppCrown has developed the implementation capability to have your custodian communicate to your portfolio accounting application to your portfolio panning software. For Broker-Dealers who are on our platform, their Reps are able to potentially have up to 30% more time in servicing client relationships.
Welcome Broker Dealers
Our platform has the ability to be scalable to fit any organizational needs. For broker-dealers faced with thin margins, high payout, external regulatory pressures, and more, the differentiating factor to attracting high producers and obtaining more clients resonate from having a leaner and efficient internal firm process.
We allow broker-dealers to have a compelling platform for their reps to manage their book of business. Our crowning moment comes from the ability to automate workflows for the OSJ, and vertically integrate firm specific processes through one intuitive portal.
Time spent away from applications and towards client facing activities have shown to be the major differentiator between top tier broker-dealers and their respective competitors. Reps who manage to spend up to 65% of their time working with clients have shown to be generate 8x the revenues of the industry average.
Our integration mantra is geared towards having your applications “know” how to communicate between themselves. AppCrown has developed the implementation capability to have your custodian communicate to your portfolio accounting application to your portfolio panning software. For Broker-Dealers who are on our platform, their Reps are able to potentially have up to 30% more time in servicing client relationships.
- Overview of CRM Integration to Portfolio Accounting
- Financial Planning and Custody Trading Platform
- Integration with Microsoft Outlook and RIM's Blackberry
- Advanced Reporting and Heat Map
- Q&A
